Organization is no sexy topic. But it’s essential for financial advisors. Many financial advisors forget meetings, abandon prospects and infuriate clients by not replying.
If you’re not organized, you’ll lose prospects, repel your clients and never feel the freedom you became an advisor for.
The good news is you don’t have to become obsessive and micromanage everything. But baseline organization is essential for your success.
In this episode, you’ll find out about the biggest mistakes to avoid and how to fix them so you can become more productive and enjoy more free time–without sacrificing business success.
Ready to beat your competition without spending more on advertising? Listen now!
Show highlights include:
- What to put onto your desk for maximum productivity–and why you’ll never get anything done otherwise. (5:05)
- The one software that helps you make more money and frees up hours every week (15:17)
- Why email is robbing you of your productivity—and how to eliminate most of it with a few clicks. (19:52)
- How to invest a few hours to turn yourself into a sales machine—with nothing but a software you already have. (21:22)
If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.
Go to TheAdvisorCoach.com/webinar to register today.
Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: